JIR
James Investment Research’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+744
| New | +$219K | 0.03% | 299 |
|
|
2023
Q2 | – | Sell |
-860
| Closed | -$113K | – | 391 |
|
|
2023
Q1 | $113K | Hold |
860
| – | – | 0.02% | 293 |
|
|
2022
Q4 | $121K | Buy |
860
+282
| +49% | +$39.7K | 0.02% | 288 |
|
|
2022
Q3 | $69K | Hold |
578
| – | – | 0.01% | 338 |
|
|
2022
Q2 | $82K | Buy |
+578
| New | +$82K | 0.01% | 317 |
|
|
2021
Q1 | – | Sell |
-1,253
| Closed | -$158K | – | 515 |
|
|
2020
Q4 | $158K | Sell |
1,253
-708
| -36% | -$89.3K | 0.01% | 285 |
|
|
2020
Q3 | $239K | Sell |
1,961
-4,631
| -70% | -$564K | 0.02% | 243 |
|
|
2020
Q2 | $796K | Buy |
6,592
+1,285
| +24% | +$155K | 0.07% | 168 |
|
|
2020
Q1 | $589K | Sell |
5,307
-31,088
| -85% | -$3.45M | 0.06% | 170 |
|
|
2019
Q4 | $4.88M | Sell |
36,395
-17,255
| -32% | -$2.31M | 0.34% | 95 |
|
|
2019
Q3 | $7.8M | Buy |
53,650
+16,632
| +45% | +$2.42M | 0.57% | 56 |
|
|
2019
Q2 | $5.1M | Sell |
37,018
-7,313
| -16% | -$1.01M | 0.37% | 85 |
|
|
2019
Q1 | $6.26M | Sell |
44,331
-7,227
| -14% | -$1.02M | 0.41% | 69 |
|
|
2018
Q4 | $5.86M | Sell |
51,558
-17,084
| -25% | -$1.94M | 0.36% | 69 |
|
|
2018
Q3 | $10.4M | Buy |
68,642
+18,969
| +38% | +$2.87M | 0.43% | 60 |
|
|
2018
Q2 | $6.94M | Sell |
49,673
-21,679
| -30% | -$3.03M | 0.27% | 81 |
|
|
2018
Q1 | $10.9M | Buy |
71,352
+54,180
| +316% | +$8.31M | 0.41% | 63 |
|
|
2017
Q4 | $2.64M | Sell |
17,172
-300
| -2% | -$46K | 0.09% | 197 |
|
|
2017
Q3 | $2.54M | Sell |
17,472
-35,535
| -67% | -$5.16M | 0.09% | 190 |
|
|
2017
Q2 | $8.15M | Sell |
53,007
-82,527
| -61% | -$12.7M | 0.25% | 106 |
|
|
2017
Q1 | $23.6M | Buy |
135,534
+30,412
| +29% | +$5.3M | 0.66% | 48 |
|
|
2016
Q4 | $17.4M | Sell |
105,122
-2,120
| -2% | -$352K | 0.45% | 75 |
|
|
2016
Q3 | $17M | Buy |
107,242
+4,105
| +4% | +$652K | 0.45% | 77 |
|
|
2016
Q2 | $15.7M | Buy |
103,137
+102,132
| +10,162% | +$15.5M | 0.4% | 78 |
|
|
2016
Q1 | $152K | Sell |
1,005
-250
| -20% | -$37.8K | ﹤0.01% | 289 |
|
|
2015
Q4 | $172K | Sell |
1,255
-1,250
| -50% | -$171K | ﹤0.01% | 295 |
|
|
2015
Q3 | $363K | Sell |
2,505
-808
| -24% | -$117K | 0.01% | 263 |
|
|
2015
Q2 | $539K | Sell |
3,313
-16,290
| -83% | -$2.65M | 0.01% | 262 |
|
|
2015
Q1 | $3.15M | Buy |
19,603
+4,290
| +28% | +$688K | 0.07% | 172 |
|
|
2014
Q4 | $2.46M | Hold |
15,313
| – | – | 0.07% | 176 |
|
|
2014
Q3 | $2.91M | Sell |
15,313
-192
| -1% | -$36.4K | 0.09% | 160 |
|
|
2014
Q2 | $2.81M | Sell |
15,505
-4,775
| -24% | -$865K | 0.09% | 157 |
|
|
2014
Q1 | $3.9M | Sell |
20,280
-39,245
| -66% | -$7.55M | 0.12% | 140 |
|
|
2013
Q4 | $11.2M | Sell |
59,525
-41,181
| -41% | -$7.72M | 0.35% | 89 |
|
|
2013
Q3 | $18.6M | Sell |
100,706
-1,201
| -1% | -$222K | 0.71% | 48 |
|
|
2013
Q2 | $19.5M | Buy |
+101,907
| New | +$19.5M | 0.8% | 44 |
|